The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101   89,766,828 183,576 SH   SOLE N/A 173,644 0 9,932
AGILENT TECHNOLOGIES INC COM 00846U101   38,277,259 318,314 SH   SOLE N/A 254,740 0 63,574
ALBANY INTL CORP CL A 012348108   1,409,461 15,110 SH   SOLE N/A 15,110 0 0
ALKAMI TECHNOLOGY INC COM 01644J108   1,721,786 105,051 SH   SOLE N/A 105,051 0 0
ALPHABET INC CAP STK CL C 02079K107   61,583,287 509,079 SH   SOLE N/A 481,649 0 27,430
ALTAIR ENGR INC COM CL A 021369103   3,398,163 44,807 SH   SOLE N/A 44,807 0 0
AMETEK INC COM 031100100   28,294,681 174,788 SH   SOLE N/A 174,788 0 0
AMPHASTAR PHARMACEUTICALS IN COM 03209R103   414,416 7,211 SH   SOLE N/A 7,211 0 0
AMPHENOL CORP NEW CL A 032095101   368,931,224 4,342,922 SH   SOLE N/A 4,104,272 0 238,650
ANSYS INC COM 03662Q105   263,840,153 798,862 SH   SOLE N/A 798,862 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   381,366,950 4,965,069 SH   SOLE N/A 4,207,897 0 757,172
AUTODESK INC COM 052769106   59,425,292 290,432 SH   SOLE N/A 256,928 0 33,504
AVIAT NETWORKS INC COM NEW 05366Y201   15,095,153 452,357 SH   SOLE N/A 452,357 0 0
BADGER METER INC COM 056525108   3,087,545 20,924 SH   SOLE N/A 20,924 0 0
BALL CORP COM 058498106   27,741,896 476,583 SH   SOLE N/A 476,583 0 0
BIO RAD LABS INC CL A 090572207   38,131,890 100,580 SH   SOLE N/A 100,580 0 0
BIO-TECHNE CORP COM 09073M104   368,484,187 4,514,078 SH   SOLE N/A 4,391,518 0 122,560
BOOT BARN HLDGS INC COM 099406100   3,276,317 38,686 SH   SOLE N/A 38,686 0 0
BROADCOM INC COM 11135F101   14,745,443 16,999 SH   SOLE N/A 16,999 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   76,632,695 462,674 SH   SOLE N/A 462,674 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101   17,668,482 484,068 SH   SOLE N/A 484,068 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108   89,789,176 3,044,733 SH   SOLE N/A 2,914,536 0 130,197
BROWN & BROWN INC COM 115236101   1,081,589,573 15,711,644 SH   SOLE N/A 15,233,155 0 478,489
CARGURUS INC COM CL A 141788109   10,668,506 471,432 SH   SOLE N/A 471,432 0 0
CASELLA WASTE SYS INC CL A 147448104   1,707,334 18,876 SH   SOLE N/A 18,876 0 0
CDW CORP COM 12514G108   1,012,217,929 5,516,174 SH   SOLE N/A 5,342,127 0 174,047
CERIDIAN HCM HLDG INC COM 15677J108   1,000,321,045 14,936,853 SH   SOLE N/A 14,526,345 0 410,508
CERTARA INC COM 15687V109   2,316,767 127,225 SH   SOLE N/A 127,225 0 0
CHEFS WHSE INC COM 163086101   3,688,358 103,142 SH   SOLE N/A 103,142 0 0
CINCINNATI FINL CORP COM 172062101   59,721,294 613,659 SH   SOLE N/A 613,659 0 0
CINTAS CORP COM 172908105   177,690,193 357,468 SH   SOLE N/A 357,468 0 0
CLARIVATE PLC ORD SHS G21810109   183,177,569 19,221,151 SH   SOLE N/A 18,177,740 0 1,043,411
CLEAN HARBORS INC COM 184496107   337,042,859 2,049,765 SH   SOLE N/A 2,005,300 0 44,465
COHERENT CORP COM 19247G107   63,910,057 1,253,630 SH   SOLE N/A 1,253,630 0 0
COHERENT CORP COM 19247G107   124,691,982 2,445,900 SH Call SOLE N/A 2,445,900 0 0
COMPASS MINERALS INTL INC COM 20451N101   26,691,190 785,035 SH   SOLE N/A 785,035 0 0
CORE & MAIN INC CL A 21874C102   150,988,598 4,817,760 SH   SOLE N/A 4,519,750 0 298,010
COSTAR GROUP INC COM 22160N109   29,378,900 330,100 SH   SOLE N/A 325,402 0 4,698
CRYOPORT INC COM PAR $0.001 229050307   1,533,939 88,924 SH   SOLE N/A 88,924 0 0
CURTISS WRIGHT CORP COM 231561101   132,703,900 722,552 SH   SOLE N/A 722,552 0 0
DANAHER CORPORATION COM 235851102   226,804,800 945,020 SH   SOLE N/A 788,898 0 156,122
DELUXE CORP COM 248019101   1,337,937 76,541 SH   SOLE N/A 76,541 0 0
DOCUSIGN INC COM 256163106   40,379,543 790,361 SH   SOLE N/A 682,848 0 107,513
DOVER CORP COM 260003108   55,395,770 375,183 SH   SOLE N/A 375,183 0 0
DUCKHORN PORTFOLIO INC COM 26414D106   83,119,853 6,408,624 SH   SOLE N/A 6,229,637 0 178,987
DZS INC COM 268211109   995,505 250,757 SH   SOLE N/A 250,757 0 0
ENERGY RECOVERY INC COM 29270J100   3,325,212 118,970 SH   SOLE N/A 118,970 0 0
ENOVIS CORPORATION COM 194014502   147,148,603 2,294,894 SH   SOLE N/A 2,294,894 0 0
ENTEGRIS INC COM 29362U104   743,044,554 6,704,968 SH   SOLE N/A 6,518,766 0 186,202
EVERI HLDGS INC COM 30034T103   2,619,443 181,151 SH   SOLE N/A 181,151 0 0
FASTENAL CO COM 311900104   133,978,619 2,271,209 SH   SOLE N/A 2,271,209 0 0
FORMFACTOR INC COM 346375108   2,485,672 72,638 SH   SOLE N/A 72,638 0 0
FORTIVE CORP COM 34959J108   157,696,136 2,109,083 SH   SOLE N/A 1,725,831 0 383,252
FORTUNE BRANDS INNOVATIONS I COM 34964C106   129,492,804 1,799,761 SH   SOLE N/A 1,799,761 0 0
GARMIN LTD SHS H2906T109   208,163,674 1,996,008 SH   SOLE N/A 1,996,008 0 0
GLOBAL WTR RES INC COM 379463102   1,202,876 94,864 SH   SOLE N/A 94,864 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   6,744,735 104,440 SH   SOLE N/A 104,440 0 0
GLOBUS MED INC CL A 379577208   32,588,326 547,335 SH   SOLE N/A 547,335 0 0
GOOSEHEAD INS INC COM CL A 38267D109   2,030,718 32,290 SH   SOLE N/A 32,290 0 0
GRAHAM HLDGS CO COM CL B 384637104   22,848,913 39,982 SH   SOLE N/A 39,982 0 0
HERITAGE CRYSTAL CLEAN INC COM 42726M106   2,950,379 78,073 SH   SOLE N/A 78,073 0 0
HUBBELL INC COM 443510607   34,935,151 105,366 SH   SOLE N/A 105,366 0 0
HYATT HOTELS CORP COM CL A 448579102   254,534,887 2,221,460 SH   SOLE N/A 2,221,460 0 0
I3 VERTICALS INC COM CL A 46571Y107   1,407,216 61,558 SH   SOLE N/A 61,558 0 0
IDEXX LABS INC COM 45168D104   323,309,056 643,747 SH   SOLE N/A 617,821 0 25,926
ILLUMINA INC COM 452327109   280,020,440 1,493,522 SH   SOLE N/A 1,229,965 0 263,557
INTEL CORP COM 458140100   15,298,232 457,483 SH   SOLE N/A 457,483 0 0
INTEL CORP COM 458140100   9,834,704 294,100 SH Call SOLE N/A 294,100 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   185,842,210 2,237,176 SH   SOLE N/A 1,895,684 0 341,492
INTUIT COM 461202103   147,150,468 321,156 SH   SOLE N/A 318,094 0 3,062
IRIDIUM COMMUNICATIONS INC COM 46269C102   22,509,244 362,351 SH   SOLE N/A 362,351 0 0
ITT INC COM 45073V108   146,563,031 1,572,396 SH   SOLE N/A 1,572,396 0 0
JACOBS SOLUTIONS INC COM 46982L108   522,355,342 4,393,602 SH   SOLE N/A 4,238,006 0 155,596
JPMORGAN CHASE & CO COM 46625H100   85,184,208 585,700 SH Call SOLE N/A 585,700 0 0
KADANT INC COM 48282T104   4,193,026 18,879 SH   SOLE N/A 18,879 0 0
KINSALE CAP GROUP INC COM 49714P108   1,478,464 3,951 SH   SOLE N/A 3,951 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   143,064,607 1,441,457 SH   SOLE N/A 1,441,457 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   1,028,231,016 11,285,600 SH   SOLE N/A 10,889,640 0 395,960
LULULEMON ATHLETICA INC COM 550021109   50,656,926 133,836 SH   SOLE N/A 131,595 0 2,241
LUMENTUM HLDGS INC COM 55024U109   12,287,548 216,597 SH   SOLE N/A 216,597 0 0
MARTIN MARIETTA MATLS INC COM 573284106   1,323,228,471 2,866,054 SH   SOLE N/A 2,777,465 0 88,589
MASTERCARD INCORPORATED CL A 57636Q104   62,586,616 159,132 SH   SOLE N/A 150,199 0 8,933
MATTHEWS INTL CORP CL A 577128101   33,338,344 782,223 SH   SOLE N/A 782,223 0 0
MERCURY SYS INC COM 589378108   381,389 11,026 SH   SOLE N/A 11,026 0 0
MESA LABS INC COM 59064R109   1,628,352 12,672 SH   SOLE N/A 12,672 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   21,451,872 16,355 SH   SOLE N/A 15,445 0 910
MICROSOFT CORP COM 594918104   88,506,005 259,899 SH   SOLE N/A 249,282 0 10,617
MIDDLEBY CORP COM 596278101   783,330,622 5,298,861 SH   SOLE N/A 5,133,200 0 165,661
MIRION TECHNOLOGIES INC COM CL A 60471A101   2,393,868 283,298 SH   SOLE N/A 283,298 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   54,759,949 1,425,298 SH   SOLE N/A 1,425,298 0 0
MODEL N INC COM 607525102   1,614,538 45,660 SH   SOLE N/A 45,660 0 0
MOHAWK INDS INC COM 608190104   57,932,180 561,576 SH   SOLE N/A 561,576 0 0
MORNINGSTAR INC COM 617700109   772,051,898 3,937,634 SH   SOLE N/A 3,735,121 0 202,513
MSA SAFETY INC COM 553498106   273,129,377 1,570,070 SH   SOLE N/A 1,524,743 0 45,327
MYR GROUP INC DEL COM 55405W104   833,775 6,027 SH   SOLE N/A 6,027 0 0
NATIONAL RESH CORP COM NEW 637372202   1,950,466 44,828 SH   SOLE N/A 44,828 0 0
NEOGEN CORP COM 640491106   211,448,106 9,721,752 SH   SOLE N/A 9,362,603 0 359,149
ONESPAWORLD HOLDINGS LIMITED COM P73684113   108,974,500 9,006,157 SH   SOLE N/A 9,006,157 0 0
OUTFRONT MEDIA INC COM 69007J106   2,459,897 156,482 SH   SOLE N/A 156,482 0 0
PAYCHEX INC COM 704326107   262,469,842 2,346,204 SH   SOLE N/A 2,207,687 0 138,517
PAYPAL HLDGS INC COM 70450Y103   99,527,728 1,491,499 SH   SOLE N/A 1,185,355 0 306,144
PERFICIENT INC COM 71375U101   1,439,276 17,272 SH   SOLE N/A 17,272 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   84,144,829 13,682,086 SH   SOLE N/A 13,682,086 0 0
POOL CORP COM 73278L105   393,215,775 1,049,583 SH   SOLE N/A 1,018,948 0 30,635
PORTILLOS INC COM CL A 73642K106   68,980,011 3,061,696 SH   SOLE N/A 3,061,696 0 0
PTC INC COM 69370C100   427,553,157 3,004,590 SH   SOLE N/A 3,004,590 0 0
QORVO INC COM 74736K101   15,492,643 151,844 SH   SOLE N/A 151,844 0 0
QUALCOMM INC COM 747525103   50,773,298 426,523 SH   SOLE N/A 412,832 0 13,691
QUANTA SVCS INC COM 74762E102   135,688,997 690,705 SH   SOLE N/A 690,705 0 0
REVVITY INC COM 714046109   1,348,946,810 11,355,727 SH   SOLE N/A 11,030,932 0 324,795
ROCKY BRANDS INC COM 774515100   1,189,839 56,659 SH   SOLE N/A 56,659 0 0
ROLLINS INC COM 775711104   489,699,118 11,433,554 SH   SOLE N/A 11,145,469 0 288,085
ROVER GROUP INC COM CL A 77936F103   15,372,017 3,130,757 SH   SOLE N/A 3,130,757 0 0
S&P GLOBAL INC COM 78409V104   39,499,291 98,529 SH   SOLE N/A 96,755 0 1,774
SALESFORCE INC COM 79466L302   121,035,924 572,924 SH   SOLE N/A 542,326 0 30,598
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   414,519,324 9,213,588 SH   SOLE N/A 8,703,189 0 510,399
SERVICE CORP INTL COM 817565104   404,663,649 6,265,113 SH   SOLE N/A 6,064,588 0 200,525
SERVICENOW INC COM 81762P102   58,367,328 103,862 SH   SOLE N/A 98,241 0 5,621
SHOPIFY INC CL A 82509L107   104,994,832 1,625,307 SH   SOLE N/A 1,625,307 0 0
SIGNET JEWELERS LIMITED SHS G81276100   569,131,024 8,720,978 SH   SOLE N/A 8,512,830 0 208,148
SKYWORKS SOLUTIONS INC COM 83088M102   72,657,802 656,408 SH   SOLE N/A 635,542 0 20,866
SKYWORKS SOLUTIONS INC COM 83088M102   5,113,878 46,200 SH Call SOLE N/A 46,200 0 0
SOUNDTHINKING INC COM 82536T107   1,071,774 49,029 SH   SOLE N/A 49,029 0 0
SOUTHSTATE CORPORATION COM 840441109   55,888,743 849,373 SH   SOLE N/A 838,463 0 10,910
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   2,572,705 5,372 SH   SOLE N/A 5,372 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   67,387,009 419,726 SH   SOLE N/A 419,726 0 0
SPROUT SOCIAL INC COM CL A 85209W109   252,680 5,474 SH   SOLE N/A 5,474 0 0
SPS COMM INC COM 78463M107   1,656,710 8,626 SH   SOLE N/A 8,626 0 0
ST JOE CO COM 790148100   29,624,686 612,840 SH   SOLE N/A 612,840 0 0
STAGWELL INC COM CL A 85256A109   47,572,056 6,598,066 SH   SOLE N/A 6,598,066 0 0
STERIS PLC SHS USD G8473T100   207,991,085 924,487 SH   SOLE N/A 863,649 0 60,838
SUMMIT MATLS INC CL A 86614U100   6,571,668 173,624 SH   SOLE N/A 173,624 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   242,627,928 2,404,161 SH   SOLE N/A 2,367,144 0 37,017
TELEDYNE TECHNOLOGIES INC COM 879360105   831,421,875 2,022,383 SH   SOLE N/A 1,952,359 0 70,024
TEMPUR SEALY INTL INC COM 88023U101   798,167,994 19,919,341 SH   SOLE N/A 19,276,906 0 642,435
TENABLE HLDGS INC COM 88025T102   2,790,466 64,075 SH   SOLE N/A 64,075 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   262,718,343 503,533 SH   SOLE N/A 421,964 0 81,569
TORO CO COM 891092108   564,056,867 5,549,010 SH   SOLE N/A 5,370,319 0 178,691
TRACTOR SUPPLY CO COM 892356106   332,529,536 1,503,978 SH   SOLE N/A 1,459,146 0 44,832
TRANSDIGM GROUP INC COM 893641100   9,262,707 10,359 SH   SOLE N/A 9,767 0 592
TRIMBLE INC COM 896239100   255,494,158 4,826,108 SH   SOLE N/A 4,647,694 0 178,414
TRIP COM GROUP LTD ADS 89677Q107   177,804,270 5,080,122 SH   SOLE N/A 4,862,650 0 217,472
TRIPADVISOR INC COM 896945201   27,146,580 1,646,245 SH   SOLE N/A 1,646,245 0 0
TRUPANION INC COM 898202106   30,487,941 1,549,184 SH   SOLE N/A 1,549,184 0 0
TYLER TECHNOLOGIES INC COM 902252105   39,365,994 94,523 SH   SOLE N/A 89,546 0 4,977
V F CORP COM 918204108   77,240,603 4,046,129 SH   SOLE N/A 4,046,129 0 0
V F CORP COM 918204108   3,094,489 162,100 SH Call SOLE N/A 162,100 0 0
VAIL RESORTS INC COM 91879Q109   779,268,448 3,095,283 SH   SOLE N/A 2,994,450 0 100,833
VERRA MOBILITY CORP CL A COM STK 92511U102   807,120 40,929 SH   SOLE N/A 40,929 0 0
VISA INC COM CL A 92826C839   333,818,749 1,405,671 SH   SOLE N/A 1,225,669 0 180,002
VONTIER CORPORATION COM 928881101   74,050,951 2,299,005 SH   SOLE N/A 2,176,305 0 122,700
WABTEC COM 929740108   724,712,740 6,608,122 SH   SOLE N/A 6,371,227 0 236,895
WESCO INTL INC COM 95082P105   101,402,573 566,305 SH   SOLE N/A 566,305 0 0
WILLIAMS SONOMA INC COM 969904101   33,084,889 264,383 SH   SOLE N/A 264,383 0 0
WOLFSPEED INC COM 977852102   4,655,273 83,743 SH   SOLE N/A 83,743 0 0
WOLVERINE WORLD WIDE INC COM 978097103   919,388 62,586 SH   SOLE N/A 62,586 0 0
WORKDAY INC CL A 98138H101   72,953,886 322,962 SH   SOLE N/A 305,705 0 17,257
XOMETRY INC CLASS A COM 98423F109   305,479 14,423 SH   SOLE N/A 14,423 0 0
ZIPRECRUITER INC CL A 98980B103   39,625,792 2,231,182 SH   SOLE N/A 1,904,416 0 326,766
ZOETIS INC CL A 98978V103   14,405,711 83,652 SH   SOLE N/A 66,484 0 17,168
ZUMIEZ INC COM 989817101   448,887 26,944 SH   SOLE N/A 26,944 0 0